Financial Planning
What Documents Do I Need to Keep On File?
Anyone can feel a bit “overwhelmed” when they start thinking about the various documents and paperwork that they have collected over the years. Whether these papers pertain to your taxes, healthcare, or your legal matters, it is important that you have some clarity around which documents you should keep indefinitely and those that you can…
A Financial What To-Do for 2022
The beginning of a new year always brings a sense of renewed vigor towards setting goals and resolutions. A financial accomplishment is one of the most common new year resolutions that we make for ourselves. It could be anything from eliminating debt, to reviewing your investments or simply increasing the awareness around your finances to…
Is There a Bubble in Real Estate?
As the prices of homes and the cost of living has increased significantly this year, it has raised the question, “Are we in another real estate bubble?” Many of us remember the turn of events that took place in 2007 and 2008 with runaway home prices. The subprime mortgage crisis caused a global financial and…
Moving the Financial Goalposts
Your favorite football team is playing in the Super Bowl. They’re down by two points at the 40-yard line with seconds left on the clock during the fourth quarter. The kicking team comes out to try for a field goal and attempt to win the game. Before the ball is snapped, an offensive lineman flinches,…
Setting Yourself up for Success at Any Age
At Financial Dynamics, it’s essential that we help our clients create a plan that supports not only their financial and personal health, but a lifestyle that’s worthy of enjoyment. It’s easy to fall into a day-to-day routine during retirement, but that doesn’t have to put you in the doldrums. Consider these helpful tips from Gavin…
Financial Mistakes Couples Can Avoid in Retirement
It’s important to figure out a game plan around your financial affairs if you’re married or have a life partner. While everyone’s situation is going to be a little bit different, there are a few things to consider when developing your financial plan. Read on for some of the most common financial mistakes that you…
Inflation Worries
The significant amount of money that is being pumped into our economy from various stimulus packages is having an impact on the cost of goods. The price of food, gas and materials for home improvement projects have risen dramatically over the past few months, with double and even triple digit inflation. With the overall easy…
Travel Tips as COVID Restrictions Relax
After being sequestered for more than a year, travelers are dusting off their suitcases and planning their next domestic or international adventure for the summer season. Consider these great tips from leisure consultant, Kim Ennis of Classic Travel & Tours, before you plan your next getaway! The Benefits of a Travel Agent Contrary to what…
Don’t Overlook Life Insurance
As you work towards diversifying your financial portfolio, you may want to give some thought to life insurance as an option. As an asset class, life insurance can provide you with impressive long-term care solutions or serve as an income replacement vehicle for later in life if correctly structured. Consider the following benefits that life…
Sustaining Your Physical Health
Making the decision to incorporate a more active lifestyle at age 50 and beyond can be challenging especially if you’re recovering from an injury or are navigating a health setback. If you don’t have your health, your wealth really doesn’t matter. Consider these fitness tips from Tyler Cox, professional CrossFit coach and owner of CrossFit…
Ready to Take the Next Step?
Speak with one of our financial planners today to learn more about how our comprehensive financial planning and investment management services can help you achieve your retirement and lifestyle goals.
